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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,396 | $47,479+58.8% | $62,929+19.8% | $82,448-8.6% |
| Participation rate | 96.2% | 66.9%+29.4pp | 73.1%+23.1pp | 68.1%+28.2pp |
| Annual return | 14.42% | 20.34%-5.9pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,040 | $1,885-44.8% | $2,505-58.5% | $2,551-59.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $361 | $3,804-90.5% | $5,065-92.9% | $7,234-95.0% |